Initiated Overweight X

A Agilent

Morgan Stanley

$270

Reiterated Buy X

AAPL Apple

Loop Capital

$315 $325

Resumed Equal-Weight X

ADPT Adaptive Biotechnologies

Morgan Stanley

$21

Upgrades Underperform Neutral X

ALB Albemarle

Robert W. Baird

$113

Reiterated Overweight X

AMZN Amazon

Wells Fargo

$292 $295

Initiated Neutral X

BE Bloom Energy

Daiwa Securities

Initiated Buy X

BL BlackLine

Rosenblatt

$65

Upgrades Eq-Weight Overweight X

BLCO Bausch + Lomb

Morgan Stanley

$21

Upgrades Neutral Outperform X

BLTE Belite Bio

Mizuho

$194

Initiated Buy X

BV BrightView

BTIG Research

$15

Initiated Hold X

CAI Caris Life Sciences

Canaccord Genuity

$28

Initiated Equal-Weight X

CAMT Camtek

Morgan Stanley

$110

Initiated Overweight X

CBRE CBRE Group

Barclays

$190

Initiated Buy X

CCCC C4 Therapeutics

TD Cowen

Initiated Neutral X

CF CF Industries

CIBC

$87

Initiated Overweight X

CRC California Resources

Wells Fargo

$58

Reiterated Buy X

CRDO Credo Technology Group

TD Cowen

$190 $240

Upgrades Neutral Outperform X

CSIQ Canadian Solar

Daiwa Securities

$30

Resumed Equal-Weight X

CTKB Cytek Biosciences

Morgan Stanley

$6

Initiated Equal Weight X

CWK Cushman & Wakefield

Barclays

$18

Upgrades Hold Buy X

DAR Darling Ingredients

TD Cowen

$34 $45

Initiated Neutral X

DFH Dream Finders Homes

BTIG Research

Initiated Buy X

DHI D.R. Horton

BTIG Research

$186

Initiated Overweight X

DHR Danaher

Morgan Stanley

$270

Upgrades Eq-Weight Overweight X

DXCM Dexcom

Morgan Stanley

$75

Initiated Buy X

EQX Equinox Gold

Stifel

Initiated Mkt Perform X

FUBO fuboTV

Raymond James

Resumed Overweight X

GH Guardant Health

Morgan Stanley

$130

Initiated Neutral X

GRBK Green Brick Partners

BTIG Research

Resumed Buy X

ICFI ICF International

Canaccord Genuity

$115

Downgrades Overweight Eq-Weight X

INSP Inspire Medical Systems

Morgan Stanley

$130

Resumed Overweight X

IQV IQVIA

Morgan Stanley

$265

Initiated Equal Weight X

JLL Jones Lang LaSalle

Barclays

$351

Initiated Outperform X

KBR KBR

Oppenheimer

$60

Initiated Buy X

KNTK Kinetik

Jefferies

$41

Downgrades Overweight Eq Weight X

KOF Coca-Cola FEMSA

Barclays

Initiated Buy X

LBRT Liberty Energy

UBS

$23

Resumed Sell X

LEN Lennar

BTIG Research

$96

Reiterated Outperform X

MDB MongoDB

BMO Capital Markets

$415 $455

Reiterated Buy X

MDB MongoDB

Monness Crespi & Hardt

$360 $475

Initiated Equal-Weight X

MTD Mettler-Toledo

Morgan Stanley

$1550

Reiterated Outperform X

MU Micron

Wolfe Research

$200 $300

Initiated Overweight X

NET Cloudflare

Barclays

$235

Initiated Overweight X

NMRK Newmark Group

Barclays

$21

Resumed Overweight X

NTRA Natera

Morgan Stanley

$265

Initiated Equal-Weight X

NVMI Nova Measuring

Morgan Stanley

$335

Initiated Buy X

NVR NVR

BTIG Research

$9022

Resumed Underperform X

PD PagerDuty

BofA Securities

$12

Resumed Neutral X

PFE Pfizer

Citigroup

$26

Initiated Neutral X

PHM PulteGroup

BTIG Research

Upgrades Hold Buy X

PNTG Pennant Group

Truist

$34

Resumed Equal-Weight X

PSNL Personalis

Morgan Stanley

$11

Upgrades Hold Buy X

QSR Restaurant Brands Int’l

Argus

$85

Upgrades Neutral Buy X

STLA Stellantis

UBS

Resumed Equal-Weight X

STVN Stevanato Group S.p.A.

Morgan Stanley

$24

Downgrades Neutral Sell X

SYM Symbotic

Goldman

$47

Initiated Outperform X

SYNA Synaptics

Northland Capital

$85

Upgrades Hold Buy X

TER Teradyne

Stifel

$225

Resumed Overweight X

TMO Thermo Fisher

Morgan Stanley

$670

Upgrades Underweight Sec Weight X

TMUS T-Mobile US

KeyBanc Capital Markets

Initiated Neutral X

TOL Toll Brothers

BTIG Research

Initiated Overweight X

TPL Texas Pacific Land Trust

KeyBanc Capital Markets

$1050

Downgrades Overweight Eq-Weight X

TXG 10x Genomics

Morgan Stanley

$20

Reiterated Outperform X

U Unity Software

Wedbush

$50 $55

Resumed Underweight X

VCYT Veracyte

Morgan Stanley

$48

Reiterated Market Perform X

VSCO Victoria’s Secret

Telsey Advisory Group

$29 $45

Initiated Equal-Weight X

WAT Waters

Morgan Stanley

$423

Initiated Neutral X

WDAY Workday

Rosenblatt

$235

Initiated Neutral X

WFRD Weatherford

UBS

$82

Initiated Equal-Weight X

WST West Pharm

Morgan Stanley

$285